Anic Equity¶
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Total return since start: 0.573 %¶
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Equity now: -----------------------------> 48046.22 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46651.34 Kr¶
PnL: ---------------------------------------> -237.23 Kr¶
DD now: ---------------------------------> -1.2 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-16 20:06:51.161628'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | 4.260000 | 2912.000000 | 276.000000 | 10.470000 | 2636.000010 |
| Beijer Electronics Group | 26 | 0.660000 | 3156.400000 | 185.400000 | 6.240000 | 2971.000006 |
| Corem Property Group B | 59 | 6.790000 | 686.760000 | 109.760000 | 19.020000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | 7.950000 | 458.800000 | 103.800000 | 29.240000 | 355.000000 |
| HMS Networks | 2 | 0.730000 | 717.200000 | 44.200000 | 6.570000 | 673.000000 |
| FM Mattsson Mora Group B | 50 | 0.680000 | 2970.000000 | 43.000000 | 1.470000 | 2927.000000 |
| Boozt | 12 | 1.440000 | 1694.400000 | 40.400000 | 2.440000 | 1653.999996 |
| Midsona B | 63 | 2.870000 | 609.210000 | 26.210000 | 4.500000 | 582.999984 |
| Samhällsbyggnadsbo. i Norden D | 12 | 4.170000 | 270.000000 | 24.000000 | 9.760000 | 246.000000 |
| OEM International B | 7 | 2.220000 | 548.800000 | 20.800000 | 3.940000 | 527.999997 |
| Fastighetsbolag. Emilshus Pref | 21 | 3.550000 | 581.700000 | 19.700000 | 3.510000 | 562.000005 |
| MedCap | 2 | 3.770000 | 440.000000 | 19.000000 | 4.510000 | 421.000000 |
| Intrum | 4 | 2.520000 | 545.800000 | 18.800000 | 3.570000 | 527.000000 |
| Coor Service Management Hold. | 8 | 0.660000 | 549.600000 | 17.600000 | 3.310000 | 532.000000 |
| Karnov Group | 9 | 0.000000 | 551.700000 | 15.700000 | 2.930000 | 536.000004 |
| Essity A | 4 | 0.520000 | 1164.000000 | 15.000000 | 1.310000 | 1149.000000 |
| Nordea Bank Abp | 29 | 0.550000 | 3468.400000 | 14.400000 | 0.420000 | 3453.999992 |
| Resurs Holding | 22 | 0.150000 | 585.860000 | 11.860000 | 2.070000 | 573.999998 |
| Eastnine | 4 | -0.630000 | 502.400000 | 11.400000 | 2.320000 | 491.000000 |
| Norva24 Group | 16 | 0.120000 | 553.920000 | 10.920000 | 2.010000 | 543.000000 |
| Essity B | 2 | 1.110000 | 582.800000 | 8.800000 | 1.530000 | 574.000000 |
| CTEK | 13 | 4.570000 | 541.580000 | 7.580000 | 1.420000 | 533.999999 |
| AcadeMedia | 12 | 0.470000 | 564.000000 | 7.000000 | 1.260000 | 557.000004 |
| Handelsbanken A | 5 | 0.690000 | 549.500000 | 3.500000 | 0.640000 | 546.000000 |
| Creaspac SPAC | 6 | -0.100000 | 578.400000 | 1.400000 | 0.240000 | 577.000002 |
| Securitas B | 6 | 1.150000 | 570.120000 | 0.120000 | 0.020000 | 570.000000 |
| Swedbank A | 3 | 0.510000 | 563.850000 | -0.150000 | -0.030000 | 564.000000 |
| SAAB B | 8 | 1.490000 | 3331.200000 | -45.800000 | -1.360000 | 3377.000000 |
| Sampo Oyj SDB | 7 | 0.840000 | 3794.000000 | -56.000000 | -1.450000 | 3850.000000 |
| International Petroleum Corp. | 5 | 2.790000 | 535.000000 | -59.570000 | -10.020000 | 594.565215 |
| Vivesto | 1368 | 3.080000 | 549.940000 | -63.060000 | -10.290000 | 612.999432 |
| OX2 | 18 | -2.050000 | 1503.000000 | -161.000000 | -9.680000 | 1663.999992 |
| Axfood | 13 | 0.690000 | 3580.200000 | -175.800000 | -4.680000 | 3756.000001 |
| Ovzon | 52 | 0.520000 | 3010.800000 | -351.200000 | -10.450000 | 3361.999992 |
| Fasadgruppen Group | 35 | -1.010000 | 3430.000000 | -381.000000 | -10.000000 | 3810.999990 |
| TOTAL | 46651.340000 | -237.230000 | -1.20023% | 46888.564618 |
Updated:¶
'2023-01-16 20:07:03.551675'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
